Roth 403(b) Contribution Policy

Marketing Information

Investment products of Primerica Shareholder Services (formerly known as PFS Investments) are marketed using the following approaches:

End of List Declared by Primerica Shareholder Services (formerly known as PFS Investments)

Helpful Employee Resources

Primerica Shareholder Services (formerly known as PFS Investments) has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Primerica Shareholder Services (formerly known as PFS Investments) provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Employers for which Primerica Shareholder Services (formerly known as PFS Investments) is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) is classified as an Orphaned Vendor:

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Employers for which Primerica Shareholder Services (formerly known as PFS Investments) is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Primerica Shareholder Services (formerly known as PFS Investments) is a Deselected Vendor.